Purpose

This article provides an overview of the role initialization feature, its features, and its usage.

Audience

This article is for customer admins who need to set up a role library in a short span of time and manage it with ease.

Overview

The role initialization feature simplifies the setup process of the Job Intelligence Engine (JIE) for companies who have job codes but no identified skills. By automatically creating and updating the role library using the company's hiring history and employee profiles, this feature significantly reduces setup time. In cases where customer data is insufficient, JIE's 'Globally Observed Roles' can be utilized to enhance the roles. The result is a user-friendly interface with click-based role selection, making the setup process intuitive and efficient.

Note: Enabling JIE and Role Initialization will automatically activate skill proficiency assessments as a prerequisite.

Features

Role initialization comprises of the following features:

• Role library set up - similar positions and employees (using their job codes) are grouped together to create roles.
• Role approval mechanism - users can choose to manually approve the generated roles, or turn on auto-approval.
• Role library updates - roles and calibrations are refreshed periodically as new employees and positions are added.

Working with Role Initialization

Pre-requisites

Perform the following tasks before enabling role initialization:

1. Ensure that the tag coverage in employee profiles is not less than 10%. The higher the tag coverage, the more data the algorithm can utilize, resulting in a richer and higher quality of generated roles. To increase tag coverage to existing employee profiles or ingest new employee data, go to Data Ingestion > File Ingestion and add the relevant data.
2. Ensure that the IJP Config is set up with the appropriate job bands. To achieve this, go to Talent Management > Internal Mobility > Advanced and enter the required job bands.

Note: If the above conditions are not met, then you will not be able to proceed with enabling the role initialization feature (as shown in the image below).

Enabling Role Initialization

To enable this feature, follow these steps:

1. Go to Job Intelligence Engine > Role Operations > Role Initialization.
2. Turn on the Generate roles using employees and positions data toggle switch.
   
3. Click Confirm in the Perform Role Initialization window.
   

It may take up to 24 hours for the roles to get created. You can view these roles by clicking the Roles pending approval tab in the JIE home page.

Once you confirm to begin the role initialization process, a few more options are available as shown in the image below.

Turning on the Use global data to enrich roles toggle switch helps you to enhance the quality of the roles that are being created.

Approving roles

You can review and approve the roles manually, or turn on the auto approval. For auto-approval of roles, turn on the Auto-approve roles toggle switch.

To manually approve a role, follow these steps:

1. Go to the Job Intelligence page and click the Roles pending approval tab.
2. Click on a specific role to review its details.
3. Click Confirm Role for approving the role.
   

To approve multiple roles at once, follow these steps:

1. Click Roles pending approval.
   
2. Select the roles that you would like to approve, and click Approve Selected.
   

Updating roles

Role Initialization ensures that the calibration data for these roles is always the latest, by automatically updating the roles regularly. Turn on the Auto-update roles toggle switch for periodically updating the roles.